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Caprock Group, LLC: UMC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caprock Group, LLC on UMC, newest first. How the timeline and the estimate are built.

Caprock Group, LLC held 126,799 UMC shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,799 shares
    Change vs previous 13F +14,155 shares

    0.07% of the 13F portfolio, value $3,450,201.

    13F-HR 0001610769-26-000003 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 112,644 shares
    Change vs previous 13F +8,528 shares

    0.02% of the 13F portfolio, value $1,011,543.

    13F-HR 0001610769-26-000002 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 104,116 shares
    Change vs previous 13F -2,269 shares

    0.02% of the 13F portfolio, value $818,352.

    13F-HR 0001610769-26-000001 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 106,385 shares
    Change vs previous 13F -9,384 shares

    0.02% of the 13F portfolio, value $700,013.

    13F-HR 0001610769-25-000003 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 115,769 shares
    Change vs previous 13F -13,264 shares

    0.03% of the 13F portfolio, value $827,748.

    13F-HR 0001085146-25-003265 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 129,033 shares
    Change vs previous 13F +3,013 shares

    0.03% of the 13F portfolio, value $837,431.

    13F-HR 0001085146-25-000441 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 126,020 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,061,088.

    13F-HR 0001085146-24-005444 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).